Draft and Performa Invoice in D365BC | Overview of Reports

  • 9 months ago
Agenda of the Video: To show, how to check & view Draft & Pro Forma Invoice in Business Central.
Difference between both invoices:
Draft Invoice = Preliminary Outline of the Sale only for your Records.
Proforma Invoice = Invoice of Sale, in Advance before Shipment of Goods/Services.
A Draft Invoice as a Sale ‘in progress’, whereas a Proforma invoice is a Sale ‘waiting to be finalized’.

Essentially, they’re created at different stages of the Sale Process.

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